Better Data, Better Results
Our platform provides a competitive advantage because we provide better data! We systematically adjust for material accounting distortions to provide a better picture of the true economics of stocks. Better Data, Better Results!
QuickVALUATION
Five distinct models depending on the industry.
Standard – Uses CFIRR metric to measure corporate performance. Industries: Communication Services, Consumer Discretionary, Consumer Staples, Energy, Health Care, FinTech, Industrials, Information Technology, Materials, Utilities.
Banks, Insurance and Financials – Uses CFROE metric to measure corporate performance. QuickVALUATION Financials is appropriate for Banks, Insurance, Brokerages, and Other Financial Institutions. QuickVALUATION Banks, and QuickVALUATION Insurance provide more details if required.
REIT’s – Uses CFROE metric to measure corporate performance. Although REIT’s use a CFROE, which is similar to financials, there are distinctly different line items, requiring a different model for detailed analysis.
QuickPORTFOLIO – Big Data Visualization
Visually track fundamentals in multiple portfolios. See trends in stock performance, CFIRR, revenue, EBITDA and Dividends at a glance for hundreds of stocks
QuickSECTOR – Big Data Visualization
Visually track sectors and compare to your portfolio. See your stocks vs. peers and compare fundamental trends for opportunities.
QuickSTRATEGY – Big Data Analyzer
Step 1: Set up your universe, metrics and weightings
Step 2: Back Test for effectiveness. Based stocks are ranked and placed into deciles and tested for actual stock market returns. An effective strategy will show the top deciles outperforming bottom deciles.
Step 3: Review the rankings and compare with your portfolio right in the application. See opportunities to sell holdings that are ranking lower than before, or opportunities to buy stocks outside of your portfolios that are ranking higher.
Managed Portfolios – Bringing It All Together
Using our platform, Portfolio Managers develop and maintain model portfolios with various mandates.
Copy our mandates verbatim or just use a few ideas.
We have U.S. and Canadian, Large Cap, Small Cap, Dividend mandates, and we are adding mandates continuously.